What are the responsibilities and job description for the TREASURY SALES COORDINATOR position at CrossFirst Bank?
Overview :
The Treasury Sales Coordinator works with clients, Treasury Bankers as well as Services and Support teams to coordinate treasury opportunities, implementations and account maintenance.
Responsibilities :
- Coordinate and conduct product demonstrations for clients and prospects.
- Assist in preparing treasury pricing / profitability models, proposals, presentations and payment cycle reviews.
- Attend sales calls upon request of the Treasury Sales Banker.
- Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Services implementations.
- Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations.
- Maintain a high level of communication with client, Treasury Banker and Services and Support teams.
- Maintain client data in the Customer Relationship Management (CRM) system, including kicking off Treasury Services workflow for new product implementations.
- Remain current with all Treasury products and services as well as regulatory requirements and understand the impact tor Treasury products and services, new and existing.
- Prepare, attend and manage follow-up from annual Treasury Services reviews for clients.
- Act as subject matter expert for complex client questions and / or service issues.
- Gather and analyze data, look for trends, risks and opportunities.
- Clearly and accurately communicate complex payment-related concepts to clients; suggest products and services that might increase efficiency and / or reduce risk of fraud when interacting with clients.
- Interact with internal and external clients while providing extraordinary service.
- Develop and maintain trusted, positive relationships with other employees, clients and vendors.
- Represent the Bank and Card Services team in a highly professional manner.
- Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests.
- Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
- Reliable and predictable onsite attendance.
Qualifications :
CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.
